Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.50% to 2.50% annually, based on factors like services offered, complexity, asset level, and overall relationship. Fees are paid monthly in advance and may be negotiable. Financial planning services are offered as a fixed project fee ranging from $1,000 to $10,000, or ongoing consulting services ranging from $10,000 to $200,000. Fees for financial planning services may be negotiable.
Areas of Practice
Advisor Information
Office location
1016 Collier Center Way, Suite 201, Naples, FL, 34110
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John works as a server at Chops City Grill seasonally, dedicating about 10-20% of their time during peak months. Additionally, John is a managing director at Reelshine Distributors, LLC and Marine Detail Supply Company, LLC, spending minimal time and about 10-20% of their time, respectively.